A proper shoot-out
Presently, I’m looking at the Olympic medal tally and can’t help but notice a certain antipodean nation sitting in 4th position behind a...
top of page
CROMBIE GLOBAL INVESTMENTS
Home: Welcome
Search
James Crombie
Jul 163 min read
Playing the right game
I write today in the calm before the work rampage that is Q2 results. To the untrained eye, this quarterly ritual seems to involve a...
112 views0 comments
James Crombie
Mar 64 min read
"Buffett says"
“Buffett says” is no excuse for intellectual laziness. Buffett’s annual letter to shareholders was out a few days ago. As usual it’s...
230 views0 comments
James Crombie
Mar 6, 20235 min read
Inflation and aeronautics
What’s the difference between a conspiracy theory and truth? These days, about 3 weeks. Some of the things I love about investing are the...
356 views0 comments
James Crombie
Nov 3, 20228 min read
Activists at the Gate, part 2
Readers, welcome back. Last time , I mentioned Boris Johnson, a somewhat prophetic statement as he nearly became Prime Minister of the UK...
47 views0 comments
James Crombie
Oct 17, 20226 min read
Activists at the Gate, part 1
Readers, I come to you from Stradbroke Island where I am attempting surf after a three-year hiatus. British readers, I’m not sure why...
457 views1 comment
James Crombie
Sep 12, 20223 min read
G&T: Guns & Tinned food
(This post is not investment advice - do your own work before taking any position) Love will win in the end. It might be the love between...
192 views1 comment
James Crombie
Jan 25, 20222 min read
Paths and destinations
Readers, What a year. Again. And already, it would seem. Putin is holidaying on Europe’s doorstep, an area so dangerous he saw fit to...
257 views0 comments
James Crombie
Dec 9, 20218 min read
Technokings and thunderstorms
As the Technoking once tweeted: “SEC: three word acronym. Second word is “Elon’s” … the SEC didn’t blink. Short side investing In the...
201 views0 comments
James Crombie
Nov 22, 20214 min read
The Emperor's New Clothes
If you’re at a cocktail party and there’s a naked man wandering about, but no one is paying attention to him, don’t assume they can’t see...
270 views0 comments
James Crombie
Nov 2, 20214 min read
"Transitory"
The year is 2025. Pints costs £2,000. The trillion dollar coin has just been minted. Anyone suggesting inflation is not transitory is...
594 views0 comments
James Crombie
Oct 4, 20215 min read
Focus
It's not a competition for the best research, it’s a competition for the best returns. In this post, I’ll look at an important aspect of...
291 views0 comments
James Crombie
Aug 17, 202118 min read
Address to incoming LBS Masters in Finance class
On the 16th of August, I had the pleasure of delivering an address to the incoming Masters in Finance class at London Business School....
1,264 views0 comments
James Crombie
Aug 10, 20211 min read
Unity Software (U US)
This is not investment advice. I've taken a long position in Unity Software - a US software company offering a platform for creating and...
120 views0 comments
James Crombie
Mar 10, 20215 min read
The perfect pitch
As Henry VIII said to his wives: “I won’t keep you long” I was mentoring some London Business School students last week in the black art...
1,372 views0 comments
James Crombie
Jan 28, 20213 min read
Mike Tyson vs Andre the Giant
“If Andre the Giant has his boot on Mike Tyson’s neck, who’s the better boxer?” With all the chatter about Gamestop (not to mention the...
402 views0 comments
James Crombie
Jan 22, 20213 min read
Technogym
NB: this is a sample of my work, not investment advice. Do your own research before taking a position in any of the securities mentioned...
337 views0 comments
James Crombie
Jan 19, 20215 min read
Love Affairs and Horse Racing
“There is no such thing a liking a horse to win a race, only an attractive discrepancy between its odds and its price” This phrase...
96 views0 comments
James Crombie
Jan 4, 20215 min read
Right and Wrong
"If you throw 100 lit matches into a dynamite factory and live to tell the tale, it doesn't mean it was a good idea." I’ve often heard...
350 views0 comments
James Crombie
Dec 22, 20209 min read
Keeping score at tennis: a look at investment valuation methods
The hardest part of writing an investing blog is starting it. So when I sat down to pen the first Blog post I actually wrote four...
949 views1 comment
CONTACT
I'm a paragraph. Click here to add your own text and edit me. It's easy.
Hedge fund Investing Value Investing
bottom of page